How can I make the engagement plan tasks show up in the activity timeline? Right now they live as Tasks under the EP's as a related list but I would like to have the editing and sorting options that we have in a lightning activity timeline. #Nonprofit #Tasks #Engagement Plans #Salesforce Admin #Activity Timeline #Activities
4 answers
@Julia Edwards They will appear in the related records' activity timeline. Not in the Engagement plan timeline. Enable the activity timeline in the contact, account, custom object record to see all the tasks in the timeline.
